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Standardize balance, income, cash for Intrinio (#5809)
* Fix test coverage test failing * Fix spot rates integration test * Apply the standardization to intrinio balance, income and cash --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: James Maslek <jmaslek11@gmail.com>
This commit is contained in:
Theodore Aptekarev
committed by
GitHub
GitHub
parent
6d13807047
commit
dc81f6cd24
@@ -11,7 +11,7 @@ from openbb_core.provider.standard_models.balance_sheet import (
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BalanceSheetQueryParams,
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)
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from openbb_intrinio.utils.helpers import get_data_one
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from pydantic import alias_generators
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from pydantic import Field
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class IntrinioBalanceSheetQueryParams(BalanceSheetQueryParams):
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@@ -26,18 +26,74 @@ class IntrinioBalanceSheetData(BalanceSheetData):
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"""Intrinio Balance Sheet Data."""
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__alias_dict__ = {
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"cash_and_cash_equivalents_at_carrying_value": "cash_and_equivalents",
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"marketable_securities_current": "short_term_investments",
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"accounts_receivable_net_current": "note_and_lease_receivable",
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"inventory": "inventory_net",
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"total_non_current_assets": "total_noncurrent_assets",
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"tax_payables": "other_taxes_payables",
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"deferred_revenue": "current_deferred_revenue",
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"deferred_revenue_non_current": "noncurrent_deferred_revenue",
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"deferred_tax_liabilities_non_current": "noncurrent_deferred_and_payable_income_tax_liabilities",
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"other_liabilities": "other_long_term_liabilities",
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"accumulated_other_comprehensive_income_loss": "accumulated_other_comprehensive_income_loss",
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"cash_and_cash_equivalents": "cashandequivalents",
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"short_term_investments": "shortterminvestments",
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"accounts_receivable": "accountsreceivable",
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"net_inventory": "netinventory",
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"other_current_assets": "othercurrentassets",
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"total_current_assets": "totalcurrentassets",
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"long_term_investments": "longterminvestments",
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"other_noncurrent_assets": "othernoncurrentassets",
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"total_assets": "totalassets",
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"short_term_debt": "shorttermdebt",
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"accounts_payable": "accountspayable",
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"other_current_liabilities": "othercurrentliabilities",
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"total_current_liabilities": "totalcurrentliabilities",
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"long_term_debt": "longtermdebt",
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"total_liabilities": "totalliabilities",
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"common_stock": "commonequity",
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"retained_earnings": "retainedearnings",
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"total_equity": "totalequity",
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}
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note_receivable: Optional[float] = Field(
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default=None, alias="notereceivable", description="Notes and lease receivable."
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)
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net_ppe: Optional[float] = Field(
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default=None, alias="netppe", description="Plant, property, and equipment, net."
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)
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total_noncurrent_assets: Optional[float] = Field(
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default=None,
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alias="totalnoncurrentassets",
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description="Total noncurrent assets.",
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)
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current_deferred_revenue: Optional[float] = Field(
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default=None,
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alias="currentdeferredrevenue",
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description="Current deferred revenue.",
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)
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other_noncurrent_liabilities: Optional[float] = Field(
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default=None,
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alias="othernoncurrentliabilities",
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description="Other noncurrent operating liabilities.",
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)
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total_noncurrent_liabilities: Optional[float] = Field(
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default=None,
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alias="totalnoncurrentliabilities",
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description="Total noncurrent liabilities.",
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)
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commitments_and_contingencies: Optional[float] = Field(
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default=None,
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alias="commitmentsandcontingencies",
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description="Commitments and contingencies.",
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)
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aoci: Optional[float] = Field(
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default=None,
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alias="aoci",
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description="Accumulated other comprehensive income / (loss).",
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)
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total_common_equity: Optional[float] = Field(
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default=None, alias="totalcommonequity", description="Total common equity."
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)
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total_equity_and_noncontrolling_interests: Optional[float] = Field(
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default=None,
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alias="totalequityandnoncontrollinginterests",
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description="Total equity & noncontrolling interests.",
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)
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total_liabilities_and_equity: Optional[float] = Field(
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default=None,
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alias="totalliabilitiesandequity",
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description="Total liabilities & shareholders' equity.",
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)
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class IntrinioBalanceSheetFetcher(
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@@ -114,7 +170,7 @@ class IntrinioBalanceSheetFetcher(
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sub_dict: Dict[str, Any] = {}
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for sub_item in item["financials"]:
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field_name = alias_generators.to_snake(sub_item["data_tag"]["name"])
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field_name = sub_item["data_tag"]["tag"]
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sub_dict[field_name] = float(sub_item["value"])
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sub_dict["date"] = item["date"]
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@@ -11,7 +11,7 @@ from openbb_core.provider.standard_models.cash_flow import (
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CashFlowStatementQueryParams,
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)
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from openbb_intrinio.utils.helpers import get_data_one
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from pydantic import alias_generators
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from pydantic import Field
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class IntrinioCashFlowStatementQueryParams(CashFlowStatementQueryParams):
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@@ -26,11 +26,9 @@ class IntrinioCashFlowStatementData(CashFlowStatementData):
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"""Intrinio Cash Flow Statement Data."""
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__alias_dict__ = {
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"net_income": "NetIncomeLoss",
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"depreciation_and_amortization": "DepreciationDepletionAndAmortization",
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"stock_based_compensation": "ShareBasedCompensation",
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"deferred_income_tax": "DeferredIncomeTaxExpenseBenefit",
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"other_non_cash_items": "OtherNoncashIncomeExpense",
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"net_income": "netincome",
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"depreciation_and_amortization": "depreciationexpense",
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"other_non_cash_items": "noncashadjustmentstonetincome",
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"accounts_receivables": "IncreaseDecreaseInAccountsReceivable",
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"inventory": "IncreaseDecreaseInInventories",
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"vendor_non_trade_receivables": "IncreaseDecreaseInOtherReceivables",
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@@ -38,23 +36,62 @@ class IntrinioCashFlowStatementData(CashFlowStatementData):
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"accounts_payables": "IncreaseDecreaseInAccountsPayable",
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"deferred_revenue": "IncreaseDecreaseInContractWithCustomerLiability",
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"other_current_and_non_current_liabilities": "IncreaseDecreaseInOtherOperatingLiabilities",
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"net_cash_flow_from_operating_activities": "NetCashProvidedByUsedInOperatingActivities",
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"purchases_of_marketable_securities": "PaymentsToAcquireAvailableForSaleSecuritiesDebt",
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"sales_from_maturities_of_investments": "ProceedsFromSaleOfAvailableForSaleSecuritiesDebt",
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"investments_in_property_plant_and_equipment": "ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities", # noqa: E501
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"payments_from_acquisitions": "PaymentsToAcquireBusinessesNetOfCashAcquired",
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"other_investing_activities": "PaymentsForProceedsFromOtherInvestingActivities",
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"net_cash_flow_from_investing_activities": "NetCashProvidedByUsedInInvestingActivities",
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"taxes_paid_on_net_share_settlement": "PaymentsRelatedToTaxWithholdingForShareBasedCompensation",
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"dividends_paid": "PaymentsOfDividends",
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"common_stock_repurchased": "PaymentsForRepurchaseOfCommonStock",
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"debt_proceeds": "ProceedsFromIssuanceOfLongTermDebt",
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"debt_repayment": "RepaymentsOfLongTermDebt",
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"other_financing_activities": "ProceedsFromPaymentsForOtherFinancingActivities",
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"net_cash_flow_from_financing_activities": "NetCashProvidedByUsedInFinancingActivities",
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"net_change_in_cash": "CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect", # noqa: E501
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"net_cash_flow_from_operating_activities": "netcashfromoperatingactivities",
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"purchases_of_marketable_securities": "purchaseofinvestments",
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"sales_from_maturities_of_investments": "saleofinvestments",
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"investments_in_property_plant_and_equipment": "purchaseofplantpropertyandequipment",
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"payments_from_acquisitions": "acquisitions",
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"other_investing_activities": "otherinvestingactivitiesnet",
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"net_cash_flow_from_investing_activities": "netcashfrominvestingactivities",
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"dividends_paid": "paymentofdividends",
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"common_stock_repurchased": "repurchaseofcommonequity",
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"debt_proceeds": "issuanceofdebt",
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"debt_repayment": "repaymentofdebt",
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"other_financing_activities": "otherfinancingactivitiesnet",
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"net_cash_flow_from_financing_activities": "netcashfromfinancingactivities",
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"net_change_in_cash": "netchangeincash",
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}
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changes_in_operating_assets_and_liabilities: Optional[float] = Field(
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None,
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alias="increasedecreaseinoperatingcapital",
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description="Changes in operating assets and liabilities.",
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)
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net_income_continuing: Optional[float] = Field(
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default=None,
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alias="netincomecontinuing",
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description="Net income from continuing operations.",
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)
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net_cash_from_continuing_operating_activities: Optional[float] = Field(
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default=None,
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alias="netcashfromcontinuingoperatingactivities",
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description="Net cash from continuing operating activities.",
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)
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net_cash_from_continuing_investing_activities: Optional[float] = Field(
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default=None,
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alias="netcashfromcontinuinginvestingactivities",
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description="Net cash from continuing investing activities.",
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)
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net_cash_from_continuing_financing_activities: Optional[float] = Field(
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default=None,
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alias="netcashfromcontinuingfinancingactivities",
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description="Net cash from continuing financing activities.",
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)
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cash_interest_paid: Optional[float] = Field(
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default=None, alias="cashinterestpaid", description="Cash paid for interest."
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)
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cash_income_taxes_paid: Optional[float] = Field(
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default=None,
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alias="cashincometaxespaid",
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description="Cash paid for income taxes.",
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)
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issuance_of_common_equity: Optional[float] = Field(
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default=None,
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alias="issuanceofcommonequity",
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description="Issuance of common equity.",
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)
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class IntrinioCashFlowStatementFetcher(
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Fetcher[
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@@ -130,7 +167,7 @@ class IntrinioCashFlowStatementFetcher(
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sub_dict: Dict[str, Any] = {}
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for sub_item in item["financials"]:
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field_name = alias_generators.to_snake(sub_item["data_tag"]["name"])
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field_name = sub_item["data_tag"]["tag"]
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sub_dict[field_name] = float(sub_item["value"])
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sub_dict["date"] = item["date"]
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@@ -11,7 +11,7 @@ from openbb_core.provider.standard_models.income_statement import (
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IncomeStatementQueryParams,
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)
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from openbb_intrinio.utils.helpers import get_data_one
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from pydantic import alias_generators
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from pydantic import Field
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class IntrinioIncomeStatementQueryParams(IncomeStatementQueryParams):
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@@ -26,17 +26,68 @@ class IntrinioIncomeStatementData(IncomeStatementData):
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"""Intrinio Income Statement Data."""
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__alias_dict__ = {
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"research_and_development_expenses": "ResearchAndDevelopmentExpense",
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"selling_general_and_administrative_expenses": "SellingGeneralAndAdministrativeExpense",
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"ebit": "earnings before interest and taxes (ebit)",
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"ebitda": "earnings before interest, taxes, depreciation and amortization (ebitda)",
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"ebitda_margin": "ebitda margin",
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"operating_income": "OperatingIncomeLoss",
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"income_before_tax": "IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest", # noqa: E501
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"eps_diluted": "EarningsPerShareDiluted",
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"weighted_average_shares_outstanding": "WeightedAverageNumberOfSharesOutstandingBasic",
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"weighted_average_shares_outstanding_dil": "WeightedAverageNumberOfDilutedSharesOutstanding",
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"revenue": "totalrevenue",
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"cost_of_revenue": "totalcostofrevenue",
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"gross_profit": "totalgrossprofit",
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"research_and_development_expenses": "rdexpense",
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"selling_general_and_administrative_expenses": "sgaexpense",
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"operating_expenses": "totaloperatingexpenses",
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"operating_income": "totaloperatingincome",
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"interest_expense": "interestexpense",
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"income_before_tax": "totalpretaxincome",
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"income_tax_expense": "incometaxexpense",
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"net_income": "netincome",
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"eps": "basiceps",
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"eps_diluted": "dilutedeps",
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"weighted_average_shares_outstanding": "weightedavebasicsharesos",
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"ebit": "ebit",
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"ebitda": "ebitda",
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}
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# Intrinio-specific fields that don't have a direct mapping to the standard model
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operating_revenue: Optional[float] = Field(
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default=None, alias="operatingrevenue", description="Operating revenue."
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)
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operating_cost_of_revenue: Optional[float] = Field(
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default=None,
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alias="operatingcostofrevenue",
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description="Operating cost of revenue.",
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)
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total_other_income_expenses_net: Optional[float] = Field(
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default=None,
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alias="totalotherincome",
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description="Total other income/expenses net.",
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)
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net_income_continuing: Optional[float] = Field(
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default=None,
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alias="netincomecontinuing",
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description="Net income from continuing operations.",
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)
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net_income_to_common: Optional[float] = Field(
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default=None,
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alias="netincometocommon",
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description="Net income to common shareholders.",
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)
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weighted_average_shares_outstanding_dil: Optional[float] = Field(
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default=None,
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alias="weightedavedilutedsharesos",
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description="Weighted average diluted shares outstanding.",
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)
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cash_dividends_per_share: Optional[float] = Field(
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default=None,
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alias="cashdividendspershare",
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description="Cash dividends per share.",
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)
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ebitda_ratio: Optional[float] = Field(
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default=None, alias="ebitdamargin", description="EBITDA margin."
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)
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other_income: Optional[float] = Field(
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default=None, alias="otherincome", description="Other income."
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)
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weighted_ave_basic_diluted_shares_os: Optional[float] = Field(
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default=None,
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alias="weightedavebasicdilutedsharesos",
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description="Weighted average basic and diluted shares outstanding.",
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)
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class IntrinioIncomeStatementFetcher(
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@@ -127,7 +178,7 @@ class IntrinioIncomeStatementFetcher(
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sub_dict: Dict[str, Any] = {}
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for sub_item in item["financials"]:
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field_name = alias_generators.to_snake(sub_item["data_tag"]["name"])
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field_name = sub_item["data_tag"]["tag"]
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sub_dict[field_name] = float(sub_item["value"])
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sub_dict["date"] = item["date"]
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